
Simplify how you manage your portfolio
Tracking key metrics for just one company can be difficult, and comparing performance across your portfolio is nearly impossible—especially when each company’s data is in a different format.
Tracking key metrics for just one company can be difficult, and comparing performance across your portfolio is nearly impossible—especially when each company’s data is in a different format.
When you are referring clients to a 409A valuation provider, you’re considering four main factors: speed, price, accurate FMV, and audit-readiness. Read more about the Carta 409A valuation guarantee.
eShares, Inc. DBA Carta, Inc. is registered with the U.S. Securities and Exchange Commission. The services and information described in this communication are provided to you “as is” and “as available” without warranties of any kind, expressed, implied or otherwise, including but not limited to all warranties of merchantability, fitness for a particular purpose, or non-infringement. Neither eShares, Inc. DBA Carta, Inc. nor any of its affiliates will be liable for any damages, including without limitation direct, indirect, special, punitive or consequential damages, caused in any way or arising from the use of the services or reliance upon the information provided in this communication or in connection with any failure of performance, error, omission, interruption, defect, delay in operation or transmission, computer virus or line or system failure. Carta Securities LLC is a broker-dealer and a member of FINRA and SIPC. Contact: eShares, Inc. DBA Carta, Inc., 333 Bush Street, Floor 23, Ste. 2300, San Francisco, CA 94104.